kabutan

Bando Chemical, Oct-Dec (3Q) Net Income Increases by 2.5 times, Current Fiscal Year Dividend Revised Upward by 20 Yen

Mon Feb 9, 2026 2:00 pm JST Earnings

5195 Bando Chemical Industries, Ltd. 【IFRS】

Earnings Report

Bando Chemical Industries, Ltd. <5195> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 9th (14:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 7.15 billion yen, an increase 68.7% compared to the same period last year. Progress toward the full-year plan of 7.40 billion yen was 96.7%, it was below the three-year average of 148.3%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a profit of 0.24 billion yen (compared to a loss of 2.74 billion yen in the same period last year).

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 80 yen to 100 yen (compared to 76 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.5 times that of the same period last year, reaching 2.33 billion yen. The operating profit margin drastically improved from 3.2% in the same period last year to 9.5%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 80,700 6,915 7,422 4,992 114.9 85.5 Feb 9, 2024 IFRS
Apr - Dec, 2024 87,275 5,994 6,376 4,242 99.8 183.6 Feb 10, 2025 IFRS
Apr - Dec, 2025 89,191 9,426 9,887 7,156 173.1 ー Feb 9, 2026 IFRS
YoY +2.2% +57.3% +55.1% +68.7% +73.5%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 57,906 3,931 ー 2,581 63.3 40 Nov 7, 2025 IFRS
Oct - Mar, 2025 New 57,906 3,931 ー 2,581 63.3 60 Feb 9, 2026 IFRS
Revision Rate 0.0% 0.0% － 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 117,000 10,500 ー 7,400 181.6 80 Nov 7, 2025 IFRS
Mar, 2026 New 117,000 10,500 ー 7,400 181.6 100 Feb 9, 2026 IFRS
Revision Rate 0.0% 0.0% － 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 57,495 -1,568 -1,053 -1,801 -42.5 38 May 15, 2025 IFRS
Oct - Mar, 2025 Guidance 57,906 3,931 ー 2,581 63.3 60 Feb 9, 2026 IFRS
YoY +0.7% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 108,278 7,772 8,676 6,180 142.6 72 May 15, 2024 IFRS
Mar, 2025 115,593 3,480 3,472 1,496 35.3 76 May 15, 2025 IFRS
Mar, 2026 Guidance 117,000 10,500 ー 7,400 181.6 100 Feb 9, 2026 IFRS
YoY +1.2% +201.7% － +394.7% +414.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 29,177 946 1,851 945 22.2 3.2 Feb 10, 2025 IFRS
Jan - Mar, 2025 28,318 -2,514 -2,904 -2,746 -64.8 -8.9 May 15, 2025 IFRS
Apr - Jun, 2025 29,092 3,818 3,636 2,652 63.5 13.1 Aug 8, 2025 IFRS
Jul - Sep, 2025 30,002 2,751 2,955 2,167 52.2 9.2 Nov 7, 2025 IFRS
Oct - Dec, 2025 30,097 2,857 3,296 2,337 56.5 9.5 Feb 9, 2026 IFRS
YoY +3.2% +202.0% +78.1% +147.3% +154.4%

Related Articles